Life Story Financial
Firm details
- Headquarters
- ,
- CRD number
- 319662
- Website
- www.lifestoryfp.com
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.7%
- Individuals15.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Life Story Financial is an independent Registered Investment Adviser organized as an LLC that serves individual and family clients. The firm describes itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and adviser selection services. Its fee arrangements include assets-under-management charges alongside hourly and fixed-fee engagements. The firm indicates it incorporates environmental, social and governance (ESG) considerations into its work and operates as a single-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Contacts
1 of 1
Michelle Francis
Financial PlannerCRD 6732786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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